See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,463 | $68,097+145.9% | $62,929+166.1% | $137,256+22.0% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 18.85% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,028 | $2,811-63.4% | $2,505-59.0% | $4,156-75.3% |
| Participant deferral / active EE | $7,833 | $4,553+72.1% | $3,888+101.5% | $6,407+22.3% |
| Admin fee / account holder | $1,141 | $6,521-82.5% | $5,065-77.5% | $12,270-90.7% |